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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $71B invested in American Express in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 456 increasing their positions, 577 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
-13
Holders Change %
-0.9%
% of All Funds
32.71%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
1.08%
New
78
Increased
456
Reduced
577
Closed
83
Calls
$495M
Puts
$842M
Net Calls
-$347M
Net Calls Change
-$145M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$939M
2
TCIM
TIAA CREF Investment Management
New York
$374M
3
Renaissance Technologies
Renaissance Technologies
New York
$128M
4
AAMU
Amundi Asset Management US
Massachusetts
$190M
5
Millennium Management
Millennium Management
New York
$228M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$1.03B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.42M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.32B
4
Allianz Asset Management
Allianz Asset Management
Germany
$265M
5
EVM
Eaton Vance Management
Massachusetts
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1476
Windsor Capital Management
Arizona
– -$229K -2,459 Closed
DTL
1477
Dynamic Technology Lab
Singapore
– -$215K -2,312 Closed
ACA
1478
Anchor Capital Advisors
Massachusetts
– -$207K -2,217 Closed
CBN
1479
Cadence Bank NA
Texas
– -$205K -2,195 Closed
CWP
1480
Capital Wealth Planning
Florida
– -$201K -2,150 Closed
PCM
1481
Prelude Capital Management
New York
– -$173K -1,854 Closed
APP
1482
Avantax Planning Partners
Iowa
– -$162K -1,740 Closed
FWM
1483
Focused Wealth Management
New York
– -$159K -1,700 Closed
AIS
1484
AlphaOne Investment Services
Pennsylvania
– -$140K -1,506 Closed
FPFS
1485
First Personal Financial Services
North Carolina
– -$106K -1,130 Closed
IWM
1486
IHT Wealth Management
Illinois
– -$102K -1,123 Closed
KF
1487
Krilogy Financial
Missouri
– -$76K -814 Closed
IP
1488
Intellectus Partners
California
– -$57K -610 Closed
EAM
1489
Exane Asset Management
France
– -$42.8K -459 Closed
APSP
1490
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$40K -430 Closed
HFP
1491
Holistic Financial Partners
Indiana
– -$35K -379 Closed
MCWS
1492
McKinley Carter Wealth Services
West Virginia
– -$32K -339 Closed
AP
1493
Arlington Partners
Alabama
– -$28K -300 Closed
HIIFS
1494
Harel Insurance Investments & Financial Services
Israel
– -$21K -220 Closed
SP
1495
SWS Partners
Ohio
– -$15K -160 Closed
WDL
1496
Well Done LLC
Michigan
– -$15K -159 Closed
PWAG
1497
Polaris Wealth Advisory Group
California
– -$14K -147 Closed
PFO
1498
Pathstone Family Office
New Jersey
– -$9K -97 Closed
CCA
1499
Clearwater Capital Advisors
Illinois
– -$7K -80 Closed
WWM
1500
Willingdon Wealth Management
North Carolina
– -$7K -74 Closed
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